7 posts tagged with “migration strategy”
A phased migration playbook for replacing document generation in Salesforce: inventory and debt register, freeze the old system, migrate by pain, pilot with consenting users, keep a rollback path, and clean up the metadata that only existed to feed the old tool.
S-Docs already runs inside Salesforce, so the usual security and middleware arguments for switching do not apply. Here is what actually drives an S-Docs migration, what its HTML template model means for the move, and the SDoc records you must export before you uninstall.
PDF Butler splits its configuration between Salesforce records and its own service, which makes inventory easy on one side and a login-dependent exercise on the other. Here is how to plan the move: DocConfig sprawl, SOQL living in data sources, and the storage-versus-processing question a security review will ask.
What is specific about leaving Nintex DocGen: DocGen Packages that bundle several documents at once, data sources bound to reports and Visualforce pages, delivery options that are a second migration, and Apex in the loop namespace that blocks uninstall.
The unusual thing about leaving Formstack Documents is that most of what you are migrating is not in Salesforce. Here is how to inventory across both sides, export before you lose account access, rebuild delivery routing, and revoke the API credentials at the end.
Replacing Docusign Gen does not mean replacing Docusign. Here is how to move document generation while leaving your envelopes, recipient routing, and audit trail alone: the anchor tags your new template must still emit, the custom XML holding your conditional logic, and what actually comes off the bill.
What is specific about leaving Conga Composer: merge queries holding undocumented business logic, button parameter strings that are the real spec, solution sprawl, and the Salesforce metadata that only ever existed to feed a merge.
